CIPM Program

Earn the Leading Designation for Performance Evaluation

CERTIFICATE in INVESTMENT PERFORMANCE MANAGEMENT

The Certificate in Investment Performance Measurement (CIPM®) Program leverages the expertise of the CFA Institute to deliver practice-based approaches and develop skills for practical investment performance evaluation and manager selection.

The CIPM Program curriculum prepares you for effective investment performance (return and risk) evaluation, manager selection, and investment reporting based on the Global Investment Performance Standards (GIPS®) standards.

There is currently no charge for the CFA Institute Investment Foundations Program. This is an online program.

LEVEL I

Performance Measurement and Attribution
Emphasizes the conceptual foundations of performance measurement, attribution, appraisal, and presentation, as well as the GIPS standards. This level is weighted more heavily on performance measurement and attribution.

LEVEL II

Performance Appraisal and Manager Selection
Emphasizes performance appraisal and manager selection, including the application of the appropriate tools and inputs in more sophisticated investment decision-making situations.

September 2020 (Level I, II)
RegistrationEnds July 31st, 2020

COVID-19 UPDATE

At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.


The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.